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Arcadia Investment Management Corp

Updated today

Client assets under management

$647,935,144

Clients

85

72% high-net-worth

Advisors

3

of 4 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

28

Very Low

Average account size

$7,622,766

About

Arcadia Investment Management Corporation provides continuous portfolio management to individuals (including high-net-worth clients), pension and profit-sharing plans, charitable organizations, and corporations. The firm manages accounts on a discretionary or non-discretionary basis, charges advisory fees based on assets under management, and provides retirement-account advice while acknowledging ERISA fiduciary responsibilities.

Investment decisions are informed by a mix of fundamental, technical and cyclical analysis to develop individualized investment policies, with portfolios reviewed regularly to reflect objectives, time horizons and tax considerations. Tactical tools the firm may use include long- and short-term positions, trading, margin transactions and option strategies (including covered calls and spreading) when appropriate to client goals.

Arcadia manages roughly $692.8 million in discretionary assets while operating with a small leadership group, giving it an unusually high assets-per-advisor ratio compared with many team firms. The firm, founded in 1987 and owned by three shareholders (two holding 25% or more), also acts as trustee on a subset of client accounts (40 accounts totaling about $80.0 million) and subjects those custodial relationships to annual surprise examinations.

Client services

Portfolio management

Expertise

Options & derivatives strategies

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Fee options

Percentage

$0 - $1,000,000: 0.90% per year $1,000,001 - $5,000,000: 0.75% per year $5,000,001+: 0.50% per year

Other

Account minimum: $5,000 minimum annual fee per family relationship Minimum fee: Minimum annual fee of $5,000 per family relationship, negotiable under certain circumstances Fee-only: Fee-only advisory services

Main office location

Arcadia Investment Management Corp

161 East Michigan Ave, Ste 500

Kalamazoo MI 49007, United States

Number of offices

1

Most active in

California · Florida · Illinois · Louisiana · Michigan · Nebraska · North Carolina · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Jerry L

CFP®

Kalamazoo, MI

Arcadia Investment Management Corp

Jerry Love is a CFP® with 22 years of industry experience and has been with Arcadia Investment Management Corp since 2000. He also operates a sole proprietorship focused on selected financial planning, estate planning, tax work, and trustee services for a limited number of clients. Prior to joining Arcadia, he worked at F.L. Putnam Investment Management Co. Arcadia Investment Management Corporation provides continuous portfolio management to individuals, pension plans, charitable organizations, and corporations. The firm employs a mix of fundamental, technical, and cyclical analysis to tailor investment policies and manages roughly $692.8 million in discretionary assets with a small leadership team.

Options & derivatives strategies
user avatar

Michael M

CFA®

Kalamazoo, MI

Arcadia Investment Management Corp

Michael Mueller is a CFA® charterholder with 33 years of industry experience, currently a member of the three-advisor team at Arcadia Investment Management Corp in Kalamazoo, MI. He has worked at Arcadia since 1988 and briefly at F L Putnam Investment Management Co. from 2026 to present. Outside of his advisory role, Mueller serves as a director of Proteos, Inc., a manufacturer of protein and peptide products, and as a non-compensated advisor to the Nantucket Fund Advisory Committee. Arcadia Investment Management Corp provides continuous portfolio management to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm combines fundamental, technical, and cyclical analysis to create tailored investment policies and employs various tactical strategies to meet client objectives.

Options & derivatives strategies
user avatar

Charles Y

Series 63, Series 65, Series 66

Kalamazoo, MI

Arcadia Investment Management Corp

Charles Ybema is a financial advisor at Arcadia Investment Management Corp with 14 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Gimbal Capital Management and F L Putnam Investment Management Co. Mr. Ybema also manages Lafayette Creamery, a super-premium ice cream production and retail business in Kalamazoo, MI. Arcadia Investment Management Corporation provides portfolio management services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a mix of fundamental, technical, and cyclical analysis to tailor investment policies and manages approximately $692.8 million in discretionary assets.

Options & derivatives strategies
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